RFP & Client Correspondence Training
Overview:
Our group training is composed of high-intensity programs designed for intermediate to experienced professionals in asset management, capital markets, investment banking and wealth management businesses with limited time to spend in a class room session. We eliminate the useless and focus on what you must do to win in your industry.
In this six-hour course, learn how to:
- Markedly improve your ability to write winning RFPs
- Use language that promotes clarity and client understanding
- Leverage simple visual strategies to highlight value and insights
- Immediately apply new techniques to your existing RFPs
Courses include a workbook of all techniques and tips and are covered by our Satisfaction Guarantee.
Course and Workbook Fee:
$2,365 per attendee
Location:
Midtown New York City
Time:
8:30 am – 2:30 pm with working lunch (provided)
100% of our clients would recommend our training program to their colleagues.

